linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Forrest Ivey Robertson

BIP Wealth, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Forrest? Claim Your Profile

About Forrest Ivey Robertson

Forrest Robertson is a registered Investment Advisor Representative with Bip Wealth, LLC. Forrest has been in the industry since 1993. Forrest's firm manages assets between $1 billion and $10 billion for 2 clients. Forrest is registered in Georgia. Forrest has a Series 7, Series 8, Series 63, and Series 66 license and is a Certified Financial Planner. Forrest provides financial planning, educational seminars, portfolio management for businesses and individuals, and selection of other advisors.

Firm Information

Forrest Robertson is currently registered with BIP Wealth, LLC. BIP Wealth, LLC is an investment advisor based in Atlanta, GA. The firm has over $2.8 billion in regulatory assets under management and specializes in providing financial planning, portfolio management, and educational seminars to individuals, high-net-worth individuals, corporations, and charitable organizations.
BIP Wealth, LLC

3575 PIEDMONT RD, NE

ATLANTA, GA 30305

$2.83B

Assets Under Management

2

Total Clients

33

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Forrest Robertson’s Registration & Firm History

GA

05/27/2009 - Present

BIP Wealth, LLC (ATLANTA GA)

GA

03/12/1999 - 05/08/2009

CHARLES SCHWAB & CO., INC. (ATLANTA GA)

NE

01/01/1993 - 02/26/1999

WATERHOUSE SECURITIES, INC. (OMAHA NE)

NA

06/03/1992 - 07/24/1992

F.N. WOLF & CO., INC.

Not sure if Forrest Ivey Robertson is right for you?

Licenses & Designations

BOTH

Issued 01/11/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/05/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/17/1994

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 06/02/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Forrest Ivey Robertson.
Not sure if Forrest Ivey Robertson is right for you?